Stock Pulse
Johnson & Johnson (JNJ) faces ongoing legal challenges related to talc lawsuits after a bankruptcy maneuver was rejected [1], [4], [7], [11], but maintains a strong financial position and dividend program [1]. The company is expected to announce Q1 2025 earnings on April 15th, with projections of slightly lower sales and earnings than previously estimated [4], [9]. Positive Phase III trial results for icotrokinra, a psoriasis treatment, offer a potential boost to JNJ's dermatology portfolio [2], [6]. However, headwinds include competition in the MedTech segment and potential pharmaceutical tariffs [4], [5], [10]. Despite recent stock underperformance [8], [9], some analysts suggest JNJ is undervalued [5], [7]. A shareholder proposal urging a human rights impact assessment adds another layer of complexity [12].